IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.64B
AUM Growth
-$812M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,099
New
Increased
Reduced
Closed

Top Buys

1
+$4.69M
2
+$3.65M
3
+$3.55M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$2.78M
5
SIRI icon
SiriusXM
SIRI
+$2.77M

Top Sells

1
+$36.8M
2
+$19.6M
3
+$16.5M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$16.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$15.7M

Sector Composition

1 Technology 6.32%
2 Financials 6.18%
3 Healthcare 5.54%
4 Consumer Discretionary 4.66%
5 Communication Services 3.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2951
$4K ﹤0.01%
264
-162
2952
$4K ﹤0.01%
919
+257
2953
$4K ﹤0.01%
259
-119
2954
$4K ﹤0.01%
100
2955
$4K ﹤0.01%
150
2956
$4K ﹤0.01%
100
-46
2957
$4K ﹤0.01%
331
2958
$4K ﹤0.01%
663
-774
2959
$4K ﹤0.01%
202
+20
2960
$3K ﹤0.01%
51
-70
2961
$3K ﹤0.01%
95
-1,057
2962
$3K ﹤0.01%
+400
2963
$3K ﹤0.01%
113
-1,134
2964
$3K ﹤0.01%
106
+28
2965
$3K ﹤0.01%
100
-235
2966
$3K ﹤0.01%
51
2967
$3K ﹤0.01%
117
-152
2968
$3K ﹤0.01%
224
-3,182
2969
$3K ﹤0.01%
15
-443
2970
$3K ﹤0.01%
174
2971
$3K ﹤0.01%
528
-5,445
2972
$3K ﹤0.01%
112
-72
2973
$3K ﹤0.01%
300
2974
$3K ﹤0.01%
51
2975
$3K ﹤0.01%
77
-429
117 118
119
120 121